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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,246 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,961 | $73,638+194.6% | $95,964+126.1% | $73,497+195.2% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.4pp | 70.7%+28.8pp |
| Annual return | 17.22% | 16.78%+0.4pp | 91.64%-74.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $6,527 | $1,863+250.3% | $2,541+156.8% | $2,270+187.5% |
| Participant deferral / active EE | $7,494 | $3,617+107.2% | $4,167+79.9% | $3,740+100.4% |
| Admin fee / account holder | $10 | $482-97.9% | $6,797-99.8% | $513-98.0% |